AI
Company Profile
Amazon Web Services is the world's largest cloud computing platform, offering on-demand compute, storage, database, AI/ML, and networking infrastructure to businesses and governments globally.
Founded 2006Seattle, Washington, USAAMZN
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Amazon FAQ
- Is Amazon publicly traded?
- Yes. Amazon trades under the ticker AMZN.
Coverage Timeline
newest first- Aug 14, 2026AIAnthropic's $2 Trillion Problem→
- Aug 12, 2026REGULATIONTwitch Trained Amazon's AI on Streams Since 2024, Undisclosed→
- Aug 5, 2026AIZoox Starts Charging for Robotaxi Rides Aug. 10→
- Aug 5, 2026BIG TECHZoox Starts Charging for Robotaxi Rides in Las Vegas→
- Aug 4, 2026REGULATIONPerplexity Beats Amazon in Court Over AI Shopping Agent→
- Aug 4, 2026BIG TECHAmazon Joins the $3 Trillion Club on AI Cloud Demand$3T market cap→
- Aug 4, 2026BIG TECHThe AI Trade Is Splitting Into Two Economies→
- Aug 3, 2026BIG TECHAmazon Joins the $3 Trillion Club$3.06T market cap→
- Jul 31, 2026REGULATIONZoox Wins First US OK for Steering-Wheel-Free Robotaxis→
- Jul 31, 2026BIG TECHAmazon Surges, Apple Falls as Investors Pick AI WinnersAMZN +12-14%, AAPL -8-9%→
- Jul 31, 2026BIG TECHAmazon Completes Additional $35B Investment in OpenAI$35B completed→
- Jul 30, 2026BIG TECHAmazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High$200.6B rev, AWS +37%→
- Jul 30, 2026AIAmazon Winds Down Most of Its Nova AI Models→
- Jul 28, 2026AIAmazon Hires Google's TPU Software Chief→
- Jul 27, 2026BIG TECHBig Tech's $725B AI Bet Faces Earnings Reckoning→
- Jul 24, 2026BIG TECHMeta, Microsoft Face Renewed AI-Spending Unease Pre-Earnings→
- Jul 22, 2026AIAmazon Cuts Jobs in Its Own AGI Unit→
- Jul 18, 2026AIAmazon's Zoox Recalls 105 Robotaxis After One Drove Into Active Fire Scene105 vehicles recalled→
- Jul 17, 2026BIG TECHAmazon Fixes Bug That Billed AWS Customers Billions→
- Jul 11, 2026BIG TECHAmazon Layoffs Take Their Toll in a Saturated Job Market→
- Jul 10, 2026AIAI Boom Puts Big Tech's Transparency to the Test→
- Jul 8, 2026IPOAnthropic's $50B Round Shows Why the IPO Pipeline Is Shrinking$50B Series H (May 2026)→
- Jul 7, 2026FUNDINGAI Infrastructure Capex Keeps Concentrating in Fewer Hands$870B+ combined 2026 AI capex commitments→
- Jul 2, 2026AIGoogle and Amazon's Rising Emissions Are a Warning Sign About AI's Real CostGoogle +25% / Amazon +16% emissions→
- Jul 2, 2026BIG TECHAmazon Now Has Enough Satellites in Orbit to Launch Its Starlink Competitor~700 satellites by July→
- Jul 1, 2026AIAnthropic Brings Claude Fable 5 Back Globally After US Lifts Export Controls3-week global suspension resolved→
- Jul 1, 2026FUNDINGTwelveLabs Raises $100M Series B to Build 'Video Superintelligence,' Deepens AWS Partnership$100M→
- Jun 30, 2026BIG TECHBig Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year$725B combined→
- Jun 25, 2026BIG TECHAmazon Commits Another $13B to India for AI and Cloud, Pushing Its Bet to $48B by 2030$13B / $48B total→
- Jun 21, 2026AIxAI's Grok 4.3 Goes Generally Available on Amazon Bedrock -- the Cheapest US Frontier Model There→
- Jun 17, 2026FUNDINGOdyssey Raises $310M Series B at $1.45B to Build AI World Models$310M→
- Jun 17, 2026FUNDINGWorld-Model Startup Odyssey Raises $310M at a $1.45B Valuation, Backed by Amazon$310M→
- Jun 17, 2026FUNDINGOdyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI$310M→
- Jun 17, 2026FUNDINGOdyssey Raises $310M Series B for AI Infrastructure -- Amazon and AMD In$310M→
All Coverage
AI
Anthropic's $2 Trillion Problem
Anthropic's IPO story is being told entirely on revenue growth, but a $2 trillion valuation demands Amazon-style earnings discipline that the company hasn't shown any public evidence of yet.
TRACE'S TAKE
REGULATION
Twitch Trained Amazon's AI on Streams Since 2024, Undisclosed
REGULATION
Twitch Trained Amazon's AI on Streams Since 2024, Undisclosed
Twitch confirmed Amazon has used livestreams to train generative AI models since a 2024 internal prototyping phase that was never publicly disclosed, and the new opt-out setting streamers can use is enabled by default rather than off.
DEEP DIVE
AI
Zoox Starts Charging for Robotaxi Rides Aug. 10
AI
Zoox Starts Charging for Robotaxi Rides Aug. 10
Amazon's Zoox will begin charging fares for its steering-wheel-free robotaxi in Las Vegas on August 10, its first commercial market after nearly a year of free rides in Las Vegas and San Francisco.
BIG TECH
Zoox Starts Charging for Robotaxi Rides in Las Vegas
BIG TECH
Zoox Starts Charging for Robotaxi Rides in Las Vegas
Amazon-owned Zoox will begin charging fares for its steering-wheel-free robotaxis in Las Vegas on August 10, its first commercial market after NHTSA cleared it to operate up to 2,500 driverless vehicles without human controls.
REGULATION
Perplexity Beats Amazon in Court Over AI Shopping Agent
REGULATION
Perplexity Beats Amazon in Court Over AI Shopping Agent
The Ninth Circuit vacated Amazon's injunction against Perplexity's Comet shopping agent, ruling that users -- not Perplexity -- 'access' Amazon's servers under federal computer-hacking law.
BIG TECH
Amazon Joins the $3 Trillion Club on AI Cloud Demand
BIG TECH$3T market cap
Amazon Joins the $3 Trillion Club on AI Cloud Demand
Amazon crossed a $3 trillion market cap after AWS grew 37% to $42.2B on AI-driven cloud demand, joining Apple, Microsoft, Alphabet and Nvidia in a club it took just over two years to reach from $2 trillion.
BIG TECH
The AI Trade Is Splitting Into Two Economies
BIG TECH
The AI Trade Is Splitting Into Two Economies
Amazon just crossed $3 trillion and Palantir posted its best quarter ever on real enterprise deployment, while SpaceX's stock and AI pricing power keep getting cheaper -- the money is bifurcating into what's shipped and what's still promised.
BIG TECH
Amazon Joins the $3 Trillion Club
BIG TECH$3.06T market cap
Amazon Joins the $3 Trillion Club
Amazon became only the fifth company ever to cross a $3 trillion market cap, driven by an AWS beat that showed cloud growth accelerating rather than plateauing -- a direct rebuttal to the summer's AI-capex skepticism.
REGULATION
Zoox Wins First US OK for Steering-Wheel-Free Robotaxis
REGULATION
Zoox Wins First US OK for Steering-Wheel-Free Robotaxis
Amazon's Zoox became the first company allowed to run paid rides in a commercial robotaxi built with no steering wheel, pedals or driver's seat, after NHTSA granted a first-of-its-kind federal safety exemption.
BIG TECH
Amazon Surges, Apple Falls as Investors Pick AI Winners
BIG TECHAMZN +12-14%, AAPL -8-9%
Amazon Surges, Apple Falls as Investors Pick AI Winners
Amazon jumped after AWS posted its fastest cloud growth in 18 quarters while Apple fell on soft guidance and supply constraints, in Tim Cook's final earnings call before handing the CEO role to John Ternus.
BIG TECH
Amazon Completes Additional $35B Investment in OpenAI
BIG TECH$35B completed
Amazon Completes Additional $35B Investment in OpenAI
Amazon has funded the remaining $35 billion of its $50 billion OpenAI commitment, a tranche that was contingent on OpenAI hitting an IPO or AGI-linked milestone, deepening Amazon's stake in the AI leader it also competes with through AWS.
BIG TECH
Amazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High
BIG TECH$200.6B rev, AWS +37%
Amazon Tops $200B Revenue as AWS Growth Hits 18-Quarter High
Amazon's Q2 revenue topped $200 billion for the first time, with AWS growing 37% -- its fastest pace in 18 quarters -- as the company raised its 2026 capex outlook to $220 billion.
AI
Amazon Winds Down Most of Its Nova AI Models
AI
Amazon Winds Down Most of Its Nova AI Models
Amazon is deprecating most of its flagship Nova AI models -- Premier, Omni, Reel and Canvas -- and shifting resources to a new Frontier Model Research team led by Pieter Abbeel, an admission that its internal model efforts have not kept pace with rivals.
AI
Amazon Hires Google's TPU Software Chief
AI
Amazon Hires Google's TPU Software Chief
Amazon hired Robert Hundt, the Google distinguished engineer who led original software development for Google's Tensor Processing Units, to work on Trainium chip software -- a direct talent raid in the custom AI silicon race.
BIG TECH
Big Tech's $725B AI Bet Faces Earnings Reckoning
BIG TECH
Big Tech's $725B AI Bet Faces Earnings Reckoning
Meta, Microsoft, Amazon and Apple report earnings this week carrying a combined $725 billion 2026 AI capital-spending plan into a market that has grown newly skeptical of unlimited AI infrastructure spending.
BIG TECH
Meta, Microsoft Face Renewed AI-Spending Unease Pre-Earnings
BIG TECH
Meta, Microsoft Face Renewed AI-Spending Unease Pre-Earnings
Meta, Microsoft and Amazon face renewed investor anxiety over debt-fueled AI capital spending heading into earnings week, after Alphabet raised its 2026 capex forecast by as much as $15 billion and posted its first-ever negative free cash flow.
AI
Amazon Cuts Jobs in Its Own AGI Unit
AI
Amazon Cuts Jobs in Its Own AGI Unit
Amazon eliminated roles within its Artificial General Intelligence organization even as it prepares to spend roughly $200 billion on AI infrastructure this year, refocusing toward customer-facing AI.
AI
Amazon's Zoox Recalls 105 Robotaxis After One Drove Into Active Fire Scene
AI105 vehicles recalled
Amazon's Zoox Recalls 105 Robotaxis After One Drove Into Active Fire Scene
Zoox voluntarily recalled software in 105 robotaxis after an unoccupied vehicle drove into heavy smoke at an uncordoned emergency fire scene in Las Vegas, days after federal regulators demanded autonomous-vehicle makers fix first-responder interference by the.
BIG TECH
Amazon Fixes Bug That Billed AWS Customers Billions
BIG TECH
Amazon Fixes Bug That Billed AWS Customers Billions
Amazon is fixing a software billing error that generated erroneous invoices showing billions owed by some AWS customers, a stumble landing the same week investors scrutinize execution across AI infrastructure.
BIG TECH
Amazon Layoffs Take Their Toll in a Saturated Job Market
BIG TECH
Amazon Layoffs Take Their Toll in a Saturated Job Market
Amazon has cut more than 57,000 corporate staffers since 2022, and laid-off workers describe a job market so saturated that a single posting draws 200 to 300 applicants within hours, CNBC reports.
AI
AI Boom Puts Big Tech's Transparency to the Test
AI
AI Boom Puts Big Tech's Transparency to the Test
Axios reports growing pressure on hyperscalers to disclose exactly how much water and electricity their AI data centers consume, as Microsoft, Google and Amazon all report rising emissions tied directly to AI infrastructure growth.
IPO
Anthropic's $50B Round Shows Why the IPO Pipeline Is Shrinking
IPO$50B Series H (May 2026)
Anthropic's $50B Round Shows Why the IPO Pipeline Is Shrinking
Anthropic's $50 billion Series H, split across a ten-investor syndicate plus separate multi-billion tranches from Google and Amazon, shows how mega private rounds are absorbing capital that once would have pushed companies toward an IPO.
FUNDING
AI Infrastructure Capex Keeps Concentrating in Fewer Hands
FUNDING$870B+ combined 2026 AI capex commitments
AI Infrastructure Capex Keeps Concentrating in Fewer Hands
Oracle, Amazon, Microsoft and Google are together committing more than $870 billion to AI infrastructure this year, a concentration of capital the Bank for International Settlements has warned carries systemic financial risk.
AI
Google and Amazon's Rising Emissions Are a Warning Sign About AI's Real Cost
AIGoogle +25% / Amazon +16% emissions
Google and Amazon's Rising Emissions Are a Warning Sign About AI's Real Cost
Google's total carbon emissions rose 25% and Amazon's rose 16% over the past year, per the companies' own sustainability disclosures covered by TechCrunch July 2, with both hyperscalers acknowledging AI-driven energy use is now putting their net-zero targets.
BIG TECH
Amazon Now Has Enough Satellites in Orbit to Launch Its Starlink Competitor
BIG TECH~700 satellites by July
Amazon Now Has Enough Satellites in Orbit to Launch Its Starlink Competitor
Amazon's Project Leo satellite broadband service has crossed the deployment threshold needed for commercial launch, The Verge reported July 2, with roughly 700 production satellites expected in orbit by the end of July after CEO Andy Jassy confirmed a 'mid-2026' launch target. The FCC waived Amazon's original July 30 deadline to have half its 3,232-satellite constellation in orbit, but is penalizing spectrum priority on satellites launched after that date to keep pressure on the rollout.
AI
Anthropic Brings Claude Fable 5 Back Globally After US Lifts Export Controls
AI3-week global suspension resolved
Anthropic Brings Claude Fable 5 Back Globally After US Lifts Export Controls
Commerce Secretary Howard Lutnick withdrew the June 12 export-control license requirement on Claude Fable 5 and Mythos 5 on June 30, ending a roughly three-week global suspension triggered when Amazon researchers flagged a jailbreak technique in Fable 5.
FUNDING
TwelveLabs Raises $100M Series B to Build 'Video Superintelligence,' Deepens AWS Partnership
FUNDING$100M
TwelveLabs Raises $100M Series B to Build 'Video Superintelligence,' Deepens AWS Partnership
TwelveLabs closed a $100 million Series B on July 1, co-led by NEA and Naver Ventures with Amazon participating directly, pushing total funding above $200 million. The company builds foundation models that understand video the way humans do, and is expanding from video-understanding models into a full-stack agentic system combining perception, knowledge and reasoning, while committing AWS Trainium as its preferred inference chip.
BIG TECH
Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
BIG TECH$725B combined
Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
Alphabet, Amazon, Meta and Microsoft collectively guided to roughly $725 billion in 2026 capital expenditure — up 77% from $410B last year — as the AI infrastructure buildout enters its third and most expensive year. Amazon leads at ~$200B, Microsoft ~$190B, Alphabet $175-185B and Meta $115-135B, according to freshly restated guidance from the four companies' most recent updates.
BIG TECH
Amazon Commits Another $13B to India for AI and Cloud, Pushing Its Bet to $48B by 2030
BIG TECH$13B / $48B total
Amazon Commits Another $13B to India for AI and Cloud, Pushing Its Bet to $48B by 2030
Amazon CEO Andy Jassy, meeting Prime Minister Narendra Modi in New Delhi, announced an additional $13 billion investment in India for AI and cloud infrastructure by 2030, lifting Amazon's total committed India spend to about $48 billion -- more than $21 billion of it earmarked for AI and cloud. The money expands AWS data-center capacity in Mumbai and Hyderabad as the hyperscalers race to own the infrastructure layer of the world's fastest-growing internet market.
AI
xAI's Grok 4.3 Goes Generally Available on Amazon Bedrock -- the Cheapest US Frontier Model There
AI
xAI's Grok 4.3 Goes Generally Available on Amazon Bedrock -- the Cheapest US Frontier Model There
Amazon made xAI's Grok 4.3 generally available on Bedrock, making xAI the third major independent lab on the platform alongside Anthropic and OpenAI. Priced at $1.25/$2.50 per million input/output tokens with a 1-million-token context window, Grok 4.3 lands as the cheapest US-lab frontier reasoning model on Bedrock.
FUNDING
Odyssey Raises $310M Series B at $1.45B to Build AI World Models
FUNDING$310M
Odyssey Raises $310M Series B at $1.45B to Build AI World Models
Odyssey, founded by self-driving veterans Oliver Cameron and Jeff Hawke, raised a $310 million Series B at a $1.45 billion valuation to build AI world models that simulate real-world physics and causality. Natural Capital led, with Amazon, AMD Ventures and GV joining -- and a strategic AWS Trainium compute deal pointed pointedly away from Nvidia.
FUNDING
World-Model Startup Odyssey Raises $310M at a $1.45B Valuation, Backed by Amazon
FUNDING$310M
World-Model Startup Odyssey Raises $310M at a $1.45B Valuation, Backed by Amazon
Odyssey, the AI lab building interactive 'world models' founded by self-driving veterans Oliver Cameron and Jeff Hawke, raised a $310 million Series B at a $1.45 billion valuation led by Natural Capital, with Amazon, GV, AMD Ventures, EQT and In-Q-Tel participating. AWS becomes its preferred cloud provider, marking one of the largest bets yet on generative, explorable environments.
FUNDING
Odyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI
FUNDING$310M
Odyssey Raises $310M at $1.45B -- Amazon and AMD Bet on World Models for Physical AI
Odyssey, the Los Angeles startup founded by self-driving veterans Oliver Cameron and Jeff Hawke, raised a $310 million Series B at a $1.45 billion valuation to build 'world models' -- AI systems that simulate physical environments with real-world physics for robotics, autonomy, and interactive media. The round was led by Natural Capital, with Amazon, AMD Ventures, GV, Jeff Dean, Elad Gil, Garry Tan, Guillermo Rauch, and Kyle Vogt participating, and notably routes the company onto AWS Trainium after it had earlier taken Nvidia's money.
FUNDING
Odyssey Raises $310M Series B for AI Infrastructure -- Amazon and AMD In
FUNDING$310M
Odyssey Raises $310M Series B for AI Infrastructure -- Amazon and AMD In
AI infrastructure startup Odyssey raised a $310M Series B from a syndicate including Natural Capital, Amazon, AMD Ventures, GV, and EQT. Strategic backers across the compute stack signal a bet that the AI build-out still needs new infrastructure layers, not just more GPUs.